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Verum Partners’s Coca-Cola KO Stock Holding History

Verum Partners’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.82M Buy
71,664
+1,380
+2% +$109K 0.87% 21
2026
Q1 		$5.35M Buy
70,284
+6,354
+10% +$480K 1.02% 24
2025
Q4 		$4.47M Buy
63,930
+315
+0.5% +$22K 0.9% 24
2025
Q3 		$4.22M Buy
63,615
+104
+0.2% +$7.16K 0.9% 26
2025
Q2 		$4.49M Buy
63,511
+919
+1% +$65.5K 1.04% 23
2025
Q1 		$4.48M Buy
62,592
+368
+0.6% +$24.6K 1.21% 17
2024
Q4 		$3.87M Sell
62,224
-65
-0.1% -$4.24K 1.12% 18
2024
Q3 		$4.48M Buy
62,289
+151
+0.2% +$10.3K 1.31% 15
2024
Q2 		$3.96M Buy
62,138
+350
+0.6% +$21.7K 1.28% 19
2024
Q1 		$3.78M Buy
61,788
+38
+0.1% +$2.28K 1.34% 18
2023
Q4 		$3.64M Sell
61,750
-54,240
-47% -$3.08M 1.44% 17
2023
Q3 		$6.49M Buy
115,990
+53,054
+84% +$3.18M 2.9% 8
2023
Q2 		$3.79M Buy
62,936
+5,666
+10% +$352K 3.44% 6
2023
Q1 		$3.55M Sell
57,270
-2,422
-4% -$147K 3.79% 7
2022
Q4 		$3.8M Buy
+59,692
New +$3.6M 4.66% 6

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Verum Partners's KO Position: Q2 2026 in Review

Verum Partners increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $109K and bringing the position to 71,664 shares worth $5.82M. The position accounts for 0.87% of the portfolio, ranked #21.

Verum Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.49M in Q3 2023. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Verum Partners held 71,664 shares of Coca-Cola worth $5.82M as of Q2 2026.
  • Verum Partners bought 1,380 Coca-Cola shares in Q2 2026, an estimated $109K.
  • Coca-Cola made up 0.87% of Verum Partners's portfolio in Q2 2026, its #21 holding.
  • Verum Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's Coca-Cola position peaked at $6.49M in Q3 2023.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.